Jason Nagle EA, LTC #1921967
After graduating from Brigham Young University-Idaho, Jason took a position at his father-in-law’s office preparing individual, business and trust returns in 2008. While there, he earned his Enrolled Agent and Licensed Tax Consultant designations. As he continued building client relationships, he came to believe that to best serve his clients and their whole financial needs, he needed to be able to help them with their financial plans as well as tax services. In 2012, he completed the courses to become licensed to sell securities and insurance and joined Avantax as a Financial Advisor. After working in the industry for 11 years, he ventured out on his own and started Jason Nagle PC. He continues to offer financial and retirement planning as well as tax services to maximize his clients financial success.
In his personal life, Jason enjoys spending time with his family outdoors hiking, camping, golfing, hunting/shooting and training their chocolate lab. Born and raised in Missoula, Montana, he enjoys visiting family there and catching a Griz game whenever he has the chance. Jason is an active member of his church and strives to stand for kindness, equity, respect, integrity and honesty.